Aviance Capital Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $793K | Buy |
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|
2025
Q2 | $759K | Buy |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q2 | $581K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $393K | Buy |
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|
2020
Q2 | $376K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $480K | Sell |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $532K | Sell |
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|
2018
Q4 | $453K | Buy |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $437K | Sell |
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|
2018
Q1 | $488K | Sell |
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|
2017
Q4 | $619K | Sell |
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|
2017
Q3 | $909K | Sell |
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|
2017
Q2 | $891K | Buy |
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|
2017
Q1 | $923K | Sell |
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|
2016
Q4 | $1.13M | Buy |
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|
2016
Q3 | $1.17M | Sell |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $795K | Sell |
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|
2015
Q2 | $771K | Sell |
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|
2015
Q1 | $841K | Sell |
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|
2014
Q4 | $939K | Hold |
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|
2014
Q3 | $834K | Buy |
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|
2014
Q2 | $753K | Buy |
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|
2014
Q1 | $685K | Buy |
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|
2013
Q4 | $606K | Buy |
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|
2013
Q3 | $570K | Buy |
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|
2013
Q2 | $448K | Buy |
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